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Organizing Files

A well-organized File Library makes it faster to find documents, run analyses, and share materials with colleagues. Judicio gives you manual tools for structuring your files and Smart Folders — the toolbar control is labelled Auto folderise, and the modal title is Smart Auto-Folderise.

Creating folders​

  1. Open the File Library in your project.
  2. Select the New Folder button (folder icon with a plus sign) in the toolbar.
  3. Enter a folder name and press Enter or select Create.

You can nest folders inside other folders to build a hierarchy. For example, a due diligence project might have a structure like:

Due Diligence - Acme Corp
├── Corporate Documents
│   ├── Articles of Incorporation
│   └── Board Resolutions
├── Contracts
│   ├── Customer Agreements
│   └── Vendor Agreements
├── Employment
│   ├── Offer Letters
│   └── Policies
└── Regulatory
    ├── Licenses
    └── Compliance Reports

Moving files into folders​

  • Drag and drop -- Drag one or more files from the file list and drop them onto a folder.
  • Right-click menu -- Right-click a file, select Move to, and choose the destination folder from the list.
  • Bulk move -- Select multiple files using the checkboxes, then use the Move button in the bulk actions toolbar to move them all at once.

Smart Folders​

Smart Folders (toolbar: Auto folderise; modal: Smart Auto-Folderise) uses AI to analyse the documents in your library and suggest a folder structure based on document type, party names, or transaction phase. It is especially useful when you have uploaded a large batch of documents and need to organize them quickly.

Smart Folders for large uploads

When you have just uploaded 50 or more documents from a data room, select Auto folderise from the toolbar instead of manually sorting through each file. The modal Smart Auto-Folderise reads each document's content, entities, and metadata to propose a logical folder hierarchy. You can review and adjust the suggested structure before applying it.

How to use Smart Folders​

  1. Navigate to the folder containing the files you want to organize (or the root of your File Library).
  2. Select at least two items, then click Auto folderise on the toolbar.
  3. Choose an organization strategy in the Smart Auto-Folderise modal.
  4. Review the proposed structure. Judicio shows you a preview of the folder hierarchy with each file's suggested placement.
  5. Apply the structure. Select Apply to create the folders and move the files.

Smart Folders does not delete or modify any files. It only creates folders and moves files into them. You can always undo the operation or reorganize manually afterward.

Renaming files and folders​

  • Right-click the file or folder and select Rename.
  • Enter the new name and press Enter.

File names are searchable, so descriptive names help you and your team find documents more easily.

Bulk operations​

When working with many files, use bulk operations to save time:

  1. Select files by clicking the checkbox next to each file, or use Select All to select everything in the current view.
  2. Use the bulk actions toolbar that appears at the top of the file list:
ActionWhat it does
MoveMove all selected files to a chosen folder.
DeleteMove all selected files to the trash. Deleted files can be recovered within 30 days.
DownloadDownload all selected files as a ZIP archive.
TagApply one or more tags to all selected files.

Tips for effective organization​

Organization best practices
  • Establish a folder structure before uploading when you know the document categories in advance.
  • Use Smart Folders as a starting point, then refine the AI's suggestions to match your team's naming conventions.
  • Keep folder nesting shallow -- two or three levels deep is usually sufficient. Deeply nested folders are harder to navigate.
  • Use consistent naming conventions across projects so team members can find files intuitively (e.g., always prefix contracts with the counterparty name).

Next steps​